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United Parcel Service
UPS

Overview Fund Activity

1,433 hedge funds and large institutions have $49.8B invested in United Parcel Service in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 552 increasing their positions, 603 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+16
Holders Change %
+1.13%
% of All Funds
32.85%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.85%
New
94
Increased
552
Reduced
603
Closed
69
Calls
$1.53B
Puts
$704M
Net Calls
+$830M
Net Calls Change
-$245M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.79B
2
VVP
Vulcan Value Partners
Alabama
+$308M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$86.9M
5
AAMU
Amundi Asset Management US
Massachusetts
+$64.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$548M
2
EVM
Eaton Vance Management
Massachusetts
-$204M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$155M
4
Lazard Asset Management
Lazard Asset Management
New York
-$121M
5
BlackRock
BlackRock
New York
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCB
1126
Texas Capital Bancshares
Texas
$362K +$3.83K +36 +1%
EMG
1127
Ellington Management Group
Connecticut
$361K +$361K +3,400 New
AWM
1128
Altium Wealth Management
New York
$357K +$357K +3,361 New
DI
1129
Diligent Investors
California
$356K – – –
ACG
1130
Allen Capital Group
Nebraska
$356K +$356K +3,350 New
HCM
1131
Highlander Capital Management
New Jersey
$353K – – –
BCI
1132
Brinker Capital Investments
Pennsylvania
$353K +$15.5K +146 +5%
VCM
1133
Versant Capital Management
Arizona
$351K -$3.28K -31 -0.9%
ARMT
1134
Amica Retiree Medical Trust
Rhode Island
$341K – – –
WRM
1135
Weybosset Research & Management
Rhode Island
$340K – – –
WIC
1136
Whitegate Investment Counselors
New Hampshire
$337K -$12.7K -120 -4%
FRM
1137
Fox Run Management
Connecticut
$335K +$335K +3,150 New
SP
1138
Successful Portfolios
Florida
$332K -$9.66K -91 -3%
BOH
1139
Bank of Hawaii
Hawaii
$331K +$26.8K +252 +9%
RE
1140
RBC Europe
United Kingdom
$328K -$35.1K -330 -10%
HAM
1141
Highstreet Asset Management
Ontario, Canada
$328K -$397K -3,740 -55%
LSAG
1142
Lake Street Advisors Group
New Hampshire
$328K -$166K -1,565 -34%
VAM
1143
Verity Asset Management
North Carolina
$328K +$18.1K +170 +6%
BC
1144
Banced Corp
Illinois
$327K +$5.32K +50 +2%
Rafferty Asset Management
1145
Rafferty Asset Management
New York
$326K -$101K -954 -24%
SFSIG
1146
San Francisco Sentry Investment Group
California
$325K -$147K -1,385 -31%
NFA
1147
Nuveen Fund Advisors
Illinois
$325K -$141K -1,326 -30%
VWA
1148
V Wealth Advisors
Kansas
$323K +$14.2K +130 +5%
SAM
1149
Summit Asset Management
Tennessee
$320K – – –
AF
1150
Advisornet Financial
Minnesota
$320K +$32.3K +304 +11%
44 45
46
47 48